Referral Clerk

Planned Systems International; United States; On-site; USD 42,000 - 58,000; Full time

Job summary

QuarterLine (QL) is seeking a dedicated Referral Management Center Specialist to support our healthcare team at a Military Treatment Facility. You will handle referral and appointment coordination, answer questions, and educate patients while ensuring privacy and compliance with HIPAA.

The role focuses on processing referrals, scheduling, and maintaining accurate documentation in the MHS GENESIS system, with a strong emphasis on customer service and timely communication with patients and staff.

Qualifications

• US Citizen.
• High school diploma or equivalent.
• Working knowledge of medical terminology.
• 1 year of administrative experience in a medical setting; referral management or scheduling preferred.
• Proficient with computers and EHR workflow.
• English reading, writing, speaking fluently.
• Ability to obtain and maintain a favorable background investigation and badges.
• Basic Life Support certification and HIPAA training where required.

Responsibilities

• Answer incoming calls and assist patients and staff with referral questions.
• Review and process referrals for completeness and eligibility.
• Schedule and reschedule specialty appointments per MTF guidelines.
• Process routine, urgent, and emergent referrals within established timeframes.
• Coordinate referrals with outside providers or insurance when services are unavailable at the MTF.
• Maintain accurate referral documentation in MHS GENESIS and other required systems.
• Educate patients on referral procedures, appointments, and expected timelines.
• Provide professional, courteous customer service while maintaining confidentiality.

Skills

Administrative experience

Medical terminology

English fluency

EHR workflow

Customer service

Referral management

Education

High school diploma or equivalent

Tools

MHS GENESIS

Job description

QuarterLine (QL), a Planned Systems International (PSI) company, is seeking a dedicated and compassionate Referral Management Center Specialist to support our healthcare team at a Military Treatment Facility (MTF). The ideal candidate will provide professional customer service while assisting patients and staff with referral and appointment coordination.

Essential Functions And Job Responsibilities

• Answer incoming calls and assist patients and staff with referral-related questions.
• Review and process referrals for completeness and eligibility.
• Schedule and reschedule specialty appointments according to MTF guidelines.
• Process routine, urgent, and emergent referrals within established timeframes .
• Coordinate referrals with outside providers or insurance when services are not available at the MTF.
• Maintain accurate referral documentation in MHS GENESIS and other required systems.
• Educate patients on referral procedures, appointments, and expected timelines.
• Provide professional and courteous customer service while maintaining patient confidentiality.

Minimum Requirements

• US Citizen.
• High school diploma or equivalent.
• Working knowledge of medical terminology.
• One (1) year of administrative experience in a medical office, clinic, or healthcare setting. Referral management, medical scheduling, patient administration, or insurance verification preferred.
• Demonstrated computer proficiency and keyboarding sufficient to sustain electronic health record workflow.
• Ability to read, write, speak, and understand English fluently.
• Ability to obtain and maintain a favorable background investigation, a Common Access Card, and MTF-specific badge and system access.
• Current Basic Life Support certification (AHA or Red Cross) where required by the supported MTF, plus HIPAA, Privacy Act, information assurance, and MTF-directed initial and annual training.

Additional Information

• Must pass TB Test.
• Subject to a background/security investigation.
• Willingness to comply with DHA vaccination requirements.
• Pre-employment drug screening.
• Contract workers shall maintain good personal hygiene and present a well-groomed and professional appearance IAW the policy at the place of performance.

Company Benefits

PSI offers full-time, benefits eligible employees a competitive total compensation package that includes paid leave, and options for employer sponsored group medical, dental, vision, short-term and long-term disability, life insurance, AD&D coverage, legal services, identity theft, and accident insurance. Flexible spending account and health saving account options offer pre-tax savings for qualified medical, dental, and vision expenses. The company sponsored 401(k) retirement plan has an employer contribution match that is immediately vested. We invest in the professional growth of our employees through professional courses, certifications, and tuition reimbursement programs.

EEO Commitment

It is company policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits, and termination, are made without regard to race, color, religion, age, sex, sexual orientation, pregnancy, gender identity, genetic information, national origin, citizenship status, veteran status, protected veteran status, disability, or any other characteristic protected by applicable federal, state, or local law.